Deliverable Samples

What a studio actually receives during an engagement

These are illustrative examples of the documents and frameworks studios work with. Each is adapted to a studio's class formats, staff size and existing tools before it's put into use.

Flat lay of a printed welcome sequence workbook with tabs, a pen and a studio schedule card

Onboarding

Welcome Sequence Map (30 / 60 / 90)

A single-page timeline showing every touchpoint a new member receives across their first three months, including who is responsible for each one and what tool it runs through.

Onboarding

First Visit Follow-Up Kit

Message templates and a short conversation guide for the first week after a new member's initial class, written to sound personal rather than automated.

Two studio members reviewing a shared accountability worksheet together before a class

Community

Accountability Pairing Worksheet

A short intake form used to match members by schedule, goals and preferred class formats, along with a simple check-in log the pair can use however suits them. Includes guidance for instructors on introducing the idea without making it feel mandatory or awkward.

A studio calendar mockup showing a four-week attendance challenge with rest days marked

Programming

Challenge Calendar Template

A four-week structure with rest days built in, tiered goals for different attendance habits, and suggested messaging for each week of the challenge.

A referral reward tier chart printed on paper with three levels of member rewards marked

Referrals

Referral Tier Guide

A structure for rewarding referrals at increasing levels, paired with simple tracking that a front desk team can maintain without extra software.

A studio manager pointing to a printed attendance chart marked with color-coded flags for outreach

Data & Outreach

Attendance Risk Notes Template

A lightweight tracking sheet that flags members whose attendance has dropped past an agreed threshold, along with scripts for a friendly check-in call or message. Built to work with whatever booking system a studio already has, without requiring new software.

"A document only helps if someone on staff can actually use it on a busy Tuesday. We test every template against that standard before it leaves our hands."

Every deliverable above is a starting template, not a finished product. During an engagement, we adjust language, timing and format to match a studio's real class sizes, staffing and existing booking software. What a 200-member cycling studio needs from an attendance risk sheet looks different from what a 40-member pilates studio needs, and the templates are built to be reshaped accordingly.

Want to see how these adapt to your studio?

We're happy to walk through a sample document relevant to your class formats and current tools.

Request a Walkthrough